See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,537 | $85,766-8.4% | $136,294-42.4% | $70,131+12.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 15.07% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,377 | $2,966-53.6% | $4,695-70.7% | $2,342-41.2% |
| Participant deferral / active EE | $9,064 | $5,051+79.4% | $6,247+45.1% | $3,332+172.1% |
| Admin fee / account holder | $6,759 | $5,420+24.7% | $9,243-26.9% | $4,645+45.5% |